Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Slagle Financial charges an annual fee based on a percentage of assets under management. For financial planning, a fixed fee of $2,000 is charged for a total package including retirement planning, review of financial statements, and a personalized confidential proposal. Individual services are also available: Retirement Planning - $1,000, Income Planning - $500, Distribution Planning - $500. The hourly rate for financial planning services is $200. A minimum account size of $50,000 is required, but may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
501 Mary Esther Cutoff NW, Suite 6, Fort Walton Beach, FL, 32548
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is the President of Cherry Financial Inc. D/B/A Cherry Wealth Advisors, which operates as both an insurance agency and investment advisor. He also owns Cherry Asset Management, which manages accounting and rental properties for Cherry Financial, dedicating minimal time to this activity.